Issue #10 - WorkFlows Function Alert - Tips for Filling Holds and Expediting Holds Delivery Between Campuses

Issue #10 

Hello, All! 

Another brief issue of the SirsiDynix Gazette that focuses on a specific WorkFlows process. This time, the focus is on filling holds and expediting holds delivery.

WorkFlows Function Alert 

Some circulation staff have reported noticing longer than usual delivery times for holds. Here are a few tips that can help expedite the process of holds delivery.

Verify the mail service times at your campus and plan to pull holds accordingly
Mail service times at many of the campuses have recently changed. Timing when you trap and retrieve holds with mail service times at your campus can help reduce the amount of time it takes for an item to be transferred to its designated "preferred pick-up" campus.

Check any "holdable items" that are received through inter-campus for a hold status, even if there is no hold slip included with the item
Hold-slips can be lost and items that are in-transit can be placed on hold in Enterprise. An item without a hold-slip that was being returned to its home campus may have had a hold placed on it during transit and the hold slip would not have been able to be placed inside that item.

Look carefully at any WorkFlows pop-ups that appear when you are checking in items that have arrived in the daily mail and wait several seconds before moving on to process another item

Items that have holds on them will prompt an "Item Not Charged" pop-up, but the "Item in Transit" message that appears shortly after the initial "Item Not Charged" pop-up can be easily overlooked if you move on to another transaction too quickly. If this happens, then an item that should be placed in transit to fill a hold could be mistakenly reshelved or mistakenly returned to its home campus.

Make sure that you have backup staff to fill holds on days when staff that process holds are absent and if possible, have a staff member pull holds in the morning and in the evening

This ensures that holds are pulled every day and that holds that are placed overnight night and during mid-day are filled in a timely manner.